21 March 2018
visit www.ebaday.com

Investec Ernst & Company chooses ADP for paperless trading

21 August 2001  |  2601 views  |  0 Investec Ernst & Company chooses ADP for paperless trading

South African financial services firm Investec Ernst & Company has entered a multi-year agreement with ADP Investor Communication Services to use its automated new account opening, scanning and imaging process.

ADP's new browser-based data entry system enables financial advisors to complete applications online rather than on paper. Forms, applications, welcome kits, customer agreements and other documents are then electronically scanned for distribution and storage, and vital customer information is automatically extracted and transmitted to update the firm’s name and address system.

Investec will be one of the first users of the software.

As part of the service agreement, ADP will electronically archive Investec’s library of approximately one million new account related documents, which will allow financial advisors to access information quickly, no matter how dated an account may be.

Comments: (0)

Comment on this story (membership required)

Finextra news in your inbox

For Finextra's free daily newsletter, breaking news flashes and weekly jobs board: sign up now

Related stories

Investec banks on Front Arena for global FX trading

Investec banks on Front Arena for global FX trading

16 August 2001  |  3278 views  |  0 comments

Related company news


Related blogs

Create a blog about this story (membership required)
Register your place todayvisit www.ebaday.comVisit www.nextgenbanking.co.uk

Top topics

Most viewed Most shared
hands typing furiouslyBitcoin at 50,000 USD?
12597 views 0 | 5 tweets | 4 linkedin
Can banks be a threat to Big Tech?Can banks be a threat to Big Tech?
10548 views comments | 30 tweets | 39 linkedin
Indian fintech sector needs regulatory support to flourishIndian fintech sector needs regulatory sup...
10132 views comments | 10 tweets | 8 linkedin
BBVA tests 'invisible payments' technology at inhouse cafeBBVA tests 'invisible payments' technology...
9634 views comments | 13 tweets | 31 linkedin
RBS hatches plan to create digital challenger bankRBS hatches plan to create digital challen...
9502 views comments | 12 tweets | 23 linkedin

Featured job

Competitive base + commission + benefits
UK or Germany

Find your next job